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WFG Advisors’s Teradyne TER Stock Holding History

WFG Advisors’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$117K Buy
3,900
+700
+22% +$23.5K 0.03% 495
2017
Q1 		$100K Sell
3,200
-700
-18% -$20K 0.03% 480
2016
Q4 		$99K Sell
3,900
-300
-7% -$7.12K 0.02% 523
2016
Q3 		$91K Hold
4,200
– – 0.02% 545
2016
Q2 		$83K Hold
4,200
– – 0.02% 549
2016
Q1 		$91K Hold
4,200
– – 0.03% 497
2015
Q4 		$87K Sell
4,200
-100
-2% -$1.99K 0.03% 507
2015
Q3 		$77K Hold
4,300
– – 0.02% 521
2015
Q2 		$83K Sell
4,300
-200
-4% -$4K 0.02% 586
2015
Q1 		$85K Sell
4,500
-338
-7% -$6.47K 0.02% 581
2014
Q4 		$96K Hold
4,838
– – 0.02% 653
2014
Q3 		$94K Buy
4,838
+700
+17% +$13.7K 0.02% 691
2014
Q2 		$81K Sell
4,138
-100
-2% -$1.86K 0.02% 729
2014
Q1 		$84K Sell
4,238
-200
-5% -$3.87K 0.02% 708
2013
Q4 		$78K Hold
4,438
– – 0.01% 837
2013
Q3 		$73K Hold
4,438
– – 0.01% 798
2013
Q2 		$78K Buy
+4,438
New +$73.7K 0.01% 747

Other funds holding TER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return